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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.
29,903 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| EVE PARTNERS CRD 307661 | Ponte Vedra Beach, FL | Advisory firm LLC | $641.3M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SINGLE POINT PARTNERS CRD 163793 | Boston, MA | Advisory firm LLC | $641.3M | 12 advisors | Fixed fees | View | |
| RIVERSTONE ADVISORS, LLC CRD 130346 | CA | Advisory firm LLC | $640.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HIGHLAND FINANCIAL ADVISORS, LLC CRD 125838 | Wayne, NJ | Advisory firm LLC | $640.0M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| LIBRA WEALTH LLC CRD 288098 | Los Gatos, CA | Advisory firm LLC | $639.8M | 4 advisors | Hourly charges; Fixed fees | View | |
| TCFG INVESTMENT ADVISORS, LLC CRD 166606 | Laguna Niguel, CA | Advisory firm LLC | $639.4M | 25 advisors | Percentage of AUM; Hourly charges | View | |
| SK WEALTH MANAGEMENT, LLC CRD 109114 | Providence, RI | Advisory firm LLC | $639.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACUMEN WEALTH ADVISORS, LLC CRD 282565 | Chattanooga, TN | Advisory firm LLC | $638.5M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTHERN CAPITAL ADVISORS, LLC CRD 292275 | Jackson, TN | Advisory firm LLC | $636.9M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| VENTURE INVESTMENT ASSOCIATES CRD 160002 | Peapack, NJ | Advisory firm LLC | $636.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ROCK ISLAND CAPITAL CRD 161623 | Oak Brook, IL | Advisory firm LLC | $636.6M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 503 CAPITAL PARTNERS, LLC CRD 327580 | Leawood, KS | Advisory firm LLC | $636.4M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MERRITT POINT PARTNERS LLC CRD 298680 | Oakland, CA | Advisory firm LLC | $636.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ROWLAND MILLER + PARTNERS LLC CRD 226629 | Atlanta, GA | Advisory firm LLC | $635.9M | 3 advisors | Percentage of AUM | View | |
| EMPOWER FINANCIAL ADVISORY, LLC CRD 313968 | Glastonbury, CT | Advisory firm LLC | $635.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILLTOP WEALTH ADVISORS, LLC CRD 283014 | Chapel Hill, NC | Advisory firm LLC | $635.5M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| CLARE MARKET INVESTMENTS, LLC CRD 217515 | Dallas, TX | Advisory firm LLC | $635.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNION GROVE VENTURE PARTNERS CRD 170880 | Summit, NJ | Advisory firm LLC | $634.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VISION RETIREMENT CRD 173064 | Ridgewood, NJ | Advisory firm LLC | $633.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WJ INTERESTS, LLC CRD 114381 | Sugar Land, TX | Advisory firm LLC | $633.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KICKSTAND WEALTH ADVISORS CRD 327022 | Pittsford, NY | Advisory firm LLC | $633.5M | 5 advisors | Percentage of AUM | View | |
| CAPVISOR ASSOCIATES, LLC CRD 289154 | GA | Advisory firm LLC | $633.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SMART WEALTH, LLC CRD 315496 | Omaha, NE | Advisory firm LLC | $632.3M | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CARLSON FINANCIAL CRD 295907 | Topeka, KS | Advisory firm LLC | $632.2M | 10 advisors | Percentage of AUM; COMMISSIONS ON INSURANCE PRODUCT SALES | View |